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How to connect Clio and Awork
Create a New Scenario to Connect Clio and Awork
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Awork will be your first step. To do this, click "Choose an app," find Clio or Awork, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Awork Node
Next, click the plus (+) icon on the Clio node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
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Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the Clio and Awork Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Clio and Awork Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Awork, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Clio and Awork integration works as expected. Depending on your setup, data should flow between Clio and Awork (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Awork
Clio + Awork + Slack: When a new contact is added in Clio, a project is created in Awork. Then, a welcome message is sent to the team in Slack to notify them about the new project.
Awork + Clio + Google Calendar: When a task is updated in Awork, a calendar event is created in Google Calendar. Additionally, a communication record is created in Clio to log the event.
Clio and Awork integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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About Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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See how Latenode works
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FAQ Clio and Awork
How can I connect my Clio account to Awork using Latenode?
To connect your Clio account to Awork on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Awork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Awork tasks from new Clio matters?
Yes, you can! Latenode lets you automate task creation in Awork when a new matter is created in Clio. This streamlines project management, saving time and improving organization.
What types of tasks can I perform by integrating Clio with Awork?
Integrating Clio with Awork allows you to perform various tasks, including:
- Create Awork tasks when a new Clio contact is created.
- Update Awork task statuses based on Clio matter stage changes.
- Sync client information between Clio and Awork for consistency.
- Generate project reports in Awork using Clio data.
- Trigger invoices in Clio when Awork tasks are completed.
How secure is my Clio data when using Latenodeintegration?
Latenode uses secure authentication protocols and encryption to protect your data, ensuring your Clio information remains safe during integration and transit.
Are there any limitations to the Clio and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript coding.
- Initial data synchronization may take time for large datasets.
- Custom field mappings might require advanced configuration.
